Business Tax Expert - Work From Home | Los Angeles, CA, USA

Intuit; Los Angeles (CA); Remote; USD 70,000 - 110,000; Full time

Job summary

A leading company in tax solutions seeks motivated tax professionals to provide expert guidance and tax preparation for small businesses using TurboTax. Successful candidates will leverage their accounting credentials and experience to assist customers effectively, while being part of a mission-driven team. This virtual role offers flexibility and the chance to impact customers' financial success during tax season.

Qualifications

• 3+ years of recent experience in business tax preparation.
• Experience with commercial tax preparation software.
• Minimum of 2 seasons of personal tax preparation experience.

Responsibilities

• Help customers complete their taxes using TurboTax products.
• Maintain sensitive customer and proprietary business information securely.
• Provide tax calculations and manage product inquiries.

Skills

Strong business tax preparation experience

Excellent communication skills

Critical thinking

Problem-solving skills

Bookkeeping experience

Customer service skills

Education

EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney

Experience preparing federal and state business tax returns (1065 and/or 1120-S)

Job description

At Intuit, we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission-driven company includes living our values every day, and nothing is more important to us than the success of our customers.

You will work toward advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.

If you are a highly motivated individual with business tax preparation experience, excellent communication skills, and an active, unrestricted credential (CPA/EA/Practicing Attorney), we need you to help our customers complete their taxes using Intuit TurboTax Business products.

The successful candidate will be responsible for managing complex business tax returns for Partnerships and S Corporations. The ideal candidate will possess a strong knowledge of federal and state tax laws and regulations for business and personal tax returns, as well as significant experience in preparing and filing these returns.

What you'll bring

• Strong business tax preparation experience and extensive knowledge of tax laws, evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients per season, using commercial tax preparation software.
• Must possess an active, unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
• Minimum of 2 seasons of personal tax preparation experience, with at least 30 tax returns per year in a tax practice or retail setting, strongly preferred.
• Availability to work a minimum of 20 hours per week, spread across three or more days.
• Bookkeeping experience is strongly preferred.
• Experience preparing business tax returns for service industry customers is strongly preferred.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Commit to a minimum schedule of at least 20 hours/week (minimum 4-hour shift increments) throughout the tax season.
• Working knowledge of Circular 230.
• Proficient with technology, including solid knowledge of computer operations and software.
• Strong customer service skills, with the ability to interact professionally via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem-solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Willingness to obtain or possess an internet connection meeting security criteria.

How you will lead

• What You Will Do:

  • Help customers complete their taxes using TurboTax products, providing sound professional judgment, tax advice, full-service return preparation, tax calculations, and managing product inquiries.
  • Maintain sensitive customer, confidential, and proprietary business information responsibly and securely.
  • Use government websites, professional resources, and team expertise to find and deliver accurate answers in understandable language.
  • This is a virtual, customer-facing role involving interaction via video communication software, with proper documentation of interactions.
  • Interact professionally with customers and team members, adhering to and promoting Intuit’s operating values, including “integrity without compromise.”

If you reside in the United States and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!